Sequoia Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.76M | Sell |
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|
2025
Q2 | $1.63M | Sell |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $1.93M | Sell |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $223K | Hold |
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|
2022
Q4 | $205K | Sell |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $321K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $286K | Hold |
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|
2021
Q1 | $263K | Hold |
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|
2020
Q4 | $247K | Hold |
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|
2020
Q3 | $221K | Hold |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Hold |
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|
2019
Q3 | $217K | Hold |
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|
2019
Q2 | $214K | Hold |
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|
2019
Q1 | $207K | Buy |
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